Crestwood Advisors Group LLC Ishares S&P Midcap 400 Value E Transaction History

Crestwood Advisors Group LLC

  • $4.5 Billion
  • Q1 2024

A detailed history of Crestwood Advisors Group LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 3,749 shares of IJJ stock, worth $421,725. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,749
Previous 3,474 7.92%
Holding current value
$421,725
Previous $396,000 11.87%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$109.27 - $118.29 $30,049 - $32,529
275 Added 7.92%
3,749 $443,000
Q4 2023

Jan 29, 2024
BUY
$93.05 - $115.17 $20,191 - $24,991
217 Added 6.66%
3,474 $396,000
Q3 2023

Nov 15, 2023
BUY
$99.46 - $111.92 $323,941 - $364,523
3,257 New
3,257 $328,000

Others Institutions Holding IJJ

# of Institutions
771
Shares Held
41.5M
Call Options Held
4.1K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
Track This Portfolio

Track Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email